News & Insights

Sign up for regular email updates

Subscribe to News & Insights

Name(Required)

First Name Last Name

Email(Required)

This field is hidden when viewing the form

Marketing

This field is hidden when viewing the form

Regulatory and Industry Updates

This field is hidden when viewing the form

Monthly Market Commentary

This field is hidden when viewing the form

For Employers Employee Benefits, including pensions and automatic enrolment

This field is hidden when viewing the form

Investment Views and Updates

This field is hidden when viewing the form

General news of Courtiers

This field is hidden when viewing the form

For Employees employee benefits including pensions

This field is hidden when viewing the form

Courtiers Seminar and Event information

This field is hidden when viewing the form

Clients Subscribed to Email Marketing

This field is hidden when viewing the form

Tax Advice

Privacy(Required)

I accept the Privacy and Cookie policies that allow Courtiers to get in contact.

Name

This field is for validation purposes and should be left unchanged.

29 May

Courtiers USP – How our Financial Advisers and Investment Team work together

Our Financial Advisers and Investment Team work closely together, and it’s clear this closeness is our Unique Selling Point (USP) for Courtiers. We sat down with Gary Reynolds and Paul Kemsley to discuss the relationship the Investment Team and Courtiers Financial Advisers have when it comes to working towards the client’s outcome.

Gary Reynolds, Paul Kemsley

Investment Market Commentary

20 Aug

Can I pass my property to my children to cut my tax bill?

Reducing Inheritance Tax bills? Gifting away your home or signing over the deeds to a loved one to mitigate IHT isn't straightforward. Seek guidance and weigh up the pros and cons.

Paul Kemsley

Tax

13 Mar

Time flies – don’t let opportunity fly with it

A quick checklist to help to ensure you’re making the most of your allowances before the new tax year.

Paul Kemsley

Tax

03 May

Helping Your Children Buy Their First Property

Helping you get your children or grandchildren onto the property ladder with informed investment advice.

Paul Kemsley

Investment Tax

03 Mar

Budget Rumours… Gathering Pace

Commentary surrounding the many rumours circulating around what the Chancellor of the Exchequer will and won’t announce in his budget on the 16th March.

Paul Kemsley

Tax

24 Feb

Can I pass my property to my children to decrease my tax bill?

When planning for Inheritance Tax, it's important to understand the risks of transferring property to your children. By doing so you will no longer be the legal owner of the property.

Paul Kemsley

Tax

18 Sep

Pension Input Periods to align with the Tax Year

In the Summer Budget on 8 July 2015, George Osborne announced that pension input periods (PIPS) would run in line with the tax year from 6 April 2016. He also announced that the annual allowance…

Paul Kemsley

Pensions Tax